See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $829,255 | $142,344+482.6% | $119,609+593.3% | $134,475+516.7% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -14.81% | -12.44%-2.4pp | -14.97%+0.2pp | 417.96%-432.8pp |
| Employer contribution / active EE | $3,231 | $5,222-38.1% | $4,232-23.7% | $4,740-31.8% |
| Participant deferral / active EE | $10,250 | $6,469+58.4% | $5,602+83.0% | $6,400+60.2% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |